LAMR's strong Q1 beat and positive full-year outlook reinforce its fundamental strength. The stock should react favorably; monitor for any macro headwinds to advertising demand that could pressure future quarters.
Price Chart
Executive Summary
Lamar Advertising reported Q1 2026 AFFO per share of $1.72, beating consensus of $1.46 by 17.8%, while revenue rose 4.5% to $528M (slightly above $522.5M consensus). Management indicated full-year AFFO trending at the top end of guidance, reinforcing strong operational momentum.
Key Financial Metrics
Key Facts
- AFFO per share $1.72 vs consensus $1.46 (beat 17.8%)
- Net revenue $528.0M, up 4.5% YoY (above $522.5M consensus)
- Adjusted EBITDA $226.3M, up 7.7% YoY
- Free cash flow $152.4M, up 25.8% YoY
- Full-year AFFO trending at top end of prior guidance
Financial Impact
AFFO beat consensus by 17.8% and revenue beat by 1.1%
Risk Factors
- Macroeconomic slowdown reducing advertising spend
- Rising interest rates increasing debt costs (total debt $3.5B)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289699 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | 8-K | $150.79 $144.11 | ▼ −4.43% | ▼ −4.10% | $145.13 (−3.75%) |
Aug 6, 2026 8w ago | 8-K | $160.00 $151.55 | ▼ −5.28% | ▼ −5.88% | $145.13 (−9.30%) |
Aug 6, 2026 8w ago | Press Release | $160.00 $151.55 | ▼ −5.28% | ▼ −5.88% | $145.13 (−9.30%) |
Jul 25, 2026 9w ago | Institutional Cluster | $160.99 $152.68 | ▼ −5.16% | ▼ −8.46% | $145.13 (−9.85%) |
May 14, 2026 20w ago | 8-K | $145.00 $154.48 | ▲ +6.54% | ▲ +4.42% | $145.13 (+0.09%) |
May 7, 2026 21w ago | 8-K | $150.30 $149.59 | ▼ −0.47% | ▼ −3.60% | $145.13 (−3.44%) |
May 7, 2026 21w ago | Press Release | $150.30 $149.59 | ▼ −0.47% | ▼ −3.60% | $145.13 (−3.44%) |
Apr 13, 2026 24w ago | Press Release | $133.96 $152.26 | ▲ +13.66% | ▲ +7.37% | $145.13 (+8.34%) |
US Market Status
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